First Trust Large Cap Value AlphaDEX Fund
217 hedge funds and large institutions have $1.08B invested in First Trust Large Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 14 closing their positions.
143% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 14
27% more capital invested
Capital invested by funds: $847M → $1.08B (+$229M)
7% more funds holding
Funds holding: 203 → 217 (+14)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.64% less ownership
Funds ownership: 71.41% → 70.76% (-0.64%)
17% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$19.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$10.5M |
| 3 |
Morgan Stanley
New York
|
+$9.56M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$7.79M |
| 5 |
Goldman Sachs
New York
|
+$7.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$20.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.2M |
| 3 |
KWM
Kaydan Wealth Management
Fenton,
Michigan
|
-$7.81M |
| 4 |
MHB
Midwest Heritage Bank
West Des Moines,
Iowa
|
-$4.13M |
| 5 |
Bank of New York Mellon
New York
|
-$2.52M |
FTA Hedge Fund Activity: Q4 2024 in Review
217 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q4 2024, worth a combined $1.08B — up 27% from $847M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FTA positions and 14 closed out — a net gain of 20 holders — while 68 added to existing stakes and 82 trimmed.
The largest buyer was IHT Wealth Management, adding an estimated $19.7M. The largest seller was International Assets Investment Management, cutting an estimated $20.8M.
- 217 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q4 2024, up from 203 in Q3 2024.
- Funds reported $1.08B of First Trust Large Cap Value AlphaDEX Fund stock for Q4 2024, up 27% quarter-over-quarter.
- 34 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q4 2024 and 14 closed out, a net change of +20 holders.
- The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q4 2024 was IHT Wealth Management, an estimated $19.7M added.
- The largest First Trust Large Cap Value AlphaDEX Fund seller in Q4 2024 was International Assets Investment Management, an estimated $20.8M sold.
Based on aggregated 13F filings for Q4 2024.